Insights

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Find out three ways U.S. debt can affect Canada.

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.